MORN icon

Morningstar

307 hedge funds and large institutions have $4.83B invested in Morningstar in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 106 reducing their positions, and 39 closing their positions.

Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
5.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
47
Increased
99
Reduced
106
Closed
39
Calls
$8.21M
Puts
$7.11M
Net Calls
+$1.1M
Net Calls Change
+$1.89M
Name Market Value Shares Shares
Change
Shares
Change %
CMA
276
Cedar Mountain Advisors
Oregon
$17K 75
QCG
277
Quadrant Capital Group
Ohio
$17K 77 +5 +7%
AF
278
Allworth Financial
California
$15K 68
MF
279
Manchester Financial
California
$14K 61
CHC
280
City Holding Co
West Virginia
$14K 62
WT
281
Whittier Trust
California
$13K 56 +56 New
FF
282
FourThought Financial
Florida
$10K 48
SPIA
283
Steward Partners Investment Advisory
New York
$8.33K 37 +37 New
IA
284
IFP Advisors
Florida
$8K 37 -12 -24%
EFSCE
285
Enterprise Financial Services Corp (EFSC)
Missouri
$8K 35
ETC
286
Exchange Traded Concepts
Oklahoma
$7K 29 -72 -71%
CFD
287
Creative Financial Designs
Indiana
$7K 33
AWA
288
Arkadios Wealth Advisors
Georgia
$7K 35
TWA
289
TCI Wealth Advisors
Arizona
$6K 28
AIC
290
Ameritas Investment Company
Nebraska
$5.4K 24 +24 New
BFEC
291
Benjamin F. Edwards & Company
Missouri
$5K 21
SL
292
Savior LLC
Massachusetts
$5K 22
VFA
293
Valeo Financial Advisors
Indiana
$5K 20
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$4K 14
BWA
295
BDO Wealth Advisors
Florida
$4K 18
APA
296
American Portfolios Advisors
New York
$3.38K 15
HI
297
Harbour Investments
Wisconsin
$3K 15 +15 New
PFGIA
298
Patriot Financial Group Insurance Agency
Massachusetts
$2K 7
NFG
299
Next Financial Group
Texas
$2K 10 +2 +25%
APWA
300
Atlas Private Wealth Advisors
New Jersey
$2K 11 +4 +57%